Calibre Investments

Delhi – – 17/12/2021

Salary – 1.6 to 2.7 LPA

Job Title

Operations Executive

Company Profile

  • We are an organisation specialising in Personal Financial Management. Our model is to serve from the front and we take full responsibility for our efforts. We consider continuous and in-depth research as a key factor for success.

    We offer a progressive planning practice that differentiates itself by being disciplined, well researched and profitable. We are a privately owned company and therefore core decisions regarding our processes and practices start at the grassroot level; ensuring that all angles are covered in the decision making process.

Job Profile & Responsibilities

  • Be in charge of investment process of various products at Calibre Investments.
  • Carry out investment in mutual funds, bonds, fixed deposits, post office schemes and other investment products from time to time.
  • Maintain records of all transactions done in both offline and online modes.
  • Ensure the availability of investment forms of all types of investment products.
  • Ensure follow up on investments done and send the statements, summary of investments, etc, along with welcome letter to clients.
  • Ensure that the process of investment is smooth and error-free.
  • Manage the outdoor jobs by using services of runner / courier service for deposit of investment cheques/insurance cheques/FD and other similar issues, tax department etc.
  • Maintain online and offline files of clients.
  • Keep records of all transactions done through Calibre Investments done.
  • Answer emails and queries pertaining to service issues of mutual funds and other investments.
  • Attend to client in the absence of Investment Advisor.
  • Marketing of investment and insurance products.
  • Ensure that Investwell Mint is updated at all times. Follow up with Investwell in case of any discrepancies in the portfolios or mismatch of data. Weekly reconciliation of the AUMs.
  • Keep a record of transactions carried out through the NSE portal in Google Sheets and follow up till the transaction is completed. Coordinate with NSE.
  • Send investment portfolio to clients on request.
  • Maintain office Petty Cash system and provide weekly updates to management.

Preferred Qualifications

  • Graduate or Post Graduate.
  • CWM Certification preferred.

Desired Candidate Profile

  • This is an entry level position.
  • Freshers can apply.
error: Content is protected !!